Knowledge Bank - TradePMR

TradePMR

Why TradePMR Doesn't Have a Tiered Approach to Service

By TradePMR on Oct 29, 2022 1:30:00 PM

One thing we've learned from nearly 25 years of serving RIAs is that size does not determine the complexity of a firm's needs. Each RIA is unique and faces its own set of challenges and opportunities.

Topics: RIAs Service Fees Registered Investment Advisor Custodial Service Providers RIA Custodians

5 min read

Does Zero Fee Trading from Your RIA Custodian Benefit Your Clients?

By TradePMR on Oct 27, 2022 12:24:28 PM

Don’t settle for flashy marketing – secure the best custodial pricing for your clients. Big-name custodians with a retail offering serve two masters – RIAs and retail investors. That split focus means these providers divide their time and resources. ...

Topics: RIAs Trading Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians

6 min read

Three Steps Financial Advisors Can Take Today to Prepare Their Firm for an RIA Custodian Transition

By TradePMR on Oct 21, 2022 8:41:48 AM

Avoid some common mistakes ahead of your big move. You have made the decision to switch custodians or possibly add a new one to the roster. Now what?

Topics: RIAs Transition RIA Data Registered Investment Advisor Custodial Service Providers RIA Custodians

5 min read

Don’t Constrict Your RIA: Flexible Tech to Facilitate Firm Growth

By TradePMR on Oct 18, 2022 9:39:51 AM

Abstract concept of financial advisor feeling constricted by the lack of support from their RIA custodian.

How TradePMR enables RIAs to work how they want. Every RIA is unique with different structures, challenges, and opportunities. As these firms grow, those structures, challenges, and opportunities become increasingly complex.

Topics: RIA technology Technology Fusion Demo Registered Investment Advisor Custodial Service Providers RIA Custodians

4 min read

Stay or Go? Working with a Boutique RIA Custodial Services Provider to Support Your Firm

By TradePMR on Oct 14, 2022 7:40:17 AM

TradePMR’s approach to RIA custodial services. Advisors who are approaching a custodian merger or are otherwise considering a change in RIA custodians are facing a big decision.

Topics: FinTech WealthTech RIAs Transition Registered Investment Advisor Custodial Service Providers RIA Custodians

8 min read

The Seven Do’s and Don’ts to Navigate a Pending RIA Custodian Merger

By TradePMR on Oct 11, 2022 2:25:00 PM

Abstract concept of Registered Investment Advisor looking to avoid mistakes when choosing a new RIA custodian.

Rule #1: Don’t let M&A derail your business. With thousands of advisors approaching a major RIA custodian merger, it’s important to reflect on how these mergers have gone in the past.

Topics: RIAs Technology Service Registered Investment Advisor Custodial Service Providers RIA Custodians

6 min read

Every Tech Provider’s Strongest Asset: The Product Roadmap

By TradePMR on Oct 3, 2022 11:00:00 AM

Financial advisor using RIA technology on a laptop.

Departmental Swim Lanes and How TradePMR Adjusts Based on Advisor Feedback Over 89% of big data has been produced within the last 2 years1. Big data refers to larger, more complex data sets that cannot be analyzed with traditional data-processing ...

Topics: FinTech WealthTech RIAs Technology Registered Investment Advisor Custodial Service Providers RIA Custodians

4 min read

8 Pricing Questions to Ask Your Prospective RIA Custodians

By TradePMR on Oct 1, 2022 11:45:00 AM

Updated April 11, 2024 Before you sign on the dotted line, know what you’re paying for and don’t be afraid to negotiate. When evaluating prospective RIA custodians, advisors are often bombarded with information. Expansive technology breakdowns, ...

Topics: RIAs Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians

3 min read

TradePMR’s Communication Approach – Accessible, Attentive, and Accountable

By TradePMR on Sep 29, 2022 12:30:00 PM

Advisor sitting across a table from the TradePMR team.

Poor communication from a RIA custodian could hurt your firm. When you call into a massive call center, does it feel like you’re never going to get an answer to your question? That you’ll waste hours on end trying to track down the right person for ...

Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians